Oghma Capital's service strategy
Client
Oghma Capital, a credit solutions specialist for individuals and businesses (Home Equity, Auto Equity, Construction Loans). Acts as Banking Correspondent structuring exclusive proposals beyond traditional banks.
Role
Founding Design Consultant
Team
add
4 Co-Founder & Credit Specialists
add
Content Specialist
add
Marketing Manager
add
Senior Full-Stack Developer
Challenge
•
Need to scale personalized credit service while maintaining "digital in process, human in essence" positioning
•
Fragmented manual process across multiple touchpoints
•
No integration between tools, inconsistent customer experience
•
Lack of visibility into conversion funnel gaps
Key actions
•
Mapped complete customer journey from awareness to closed deal
•
Designed seamless touchpoints
•
Implemented AI orchestration
Impact
check
Contributed to +R$ 164M in operations volume, +7,680 clients served, +670 contracts closed
check
100% online process with average approval time of 10-15 days (competitive for credit sector)
check
Automated orchestration eliminated manual handoffs while preserving human touchpoints at critical moments
check
Scalable service architecture enabling growth without proportional team expansion
Originating from a greater purpose
The next successful case is yours
Let's build something that matters
If you're looking for a design leader who can think strategically and collaborate seamlessly with your team, I'd love to hear about your challenge.
